A&I FINANCIAL SERVICES, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1728031
LONE TREE, CO
Position in CGBL
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$247,270
-$41,694 QoQ
Shares Held
7,186
-12.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $247,270 | 7,186 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $288,964 | 8,179 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $283,974 | 8,179 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $273,505 | 8,179 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $253,385 | 8,179 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $244,656 | 7,824 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||